05 Aug 2024 CNBC discusses Berkshire Hathaway cutting Apple position - Portfolio

05 Aug 2024 Wharton's Jeremy Siegel discusses the Fed and interest rates

04 Aug 2024 Berkshire Hathaway Earnings: Strong Insurance Results Continue to Lift Revenue and Profitability - Portfolio

The company closed out the second quarter with a record $276.9 billion in cash and cash equivalents, up from $189.0 billion at the end of March 2024. Free cash flow reached $9.1 billion in the second quarter, and Berkshire also sold on a net basis $75.5 billion of its stock holdings (primarily Apple, from what we can tell) in an apparent derisking move (noting that Apple’s shares ran up 23% during the second quarter).

03 Aug 2024 Berkshire Hathaway Q2 2024 Report - Portfolio

03 Aug 2024 Berkshire Hathaway Q2 2024 Earnings Letter - Portfolio

02 Aug 2024 Pzena investment Management: Energy Transition Update (Q2 2024) - Portfolio

01 Aug 2024 Berkshire Hathaway reduces Bank of America stake by 19.2 million shares or 2% - Portfolio

01 Aug 2024 @ChrisBloomstran - Portfolio

Berkshire Hathaway will release its second quarter 10-Q Saturday morning. I fully expect to see a further MATERIAL reduction in its Apple investment. At 33x 2024 earnings, essentially no revenue growth over the last two years, perhaps 6-7% prospective long-term growth, little… pic.twitter.com/FoNywKNdnF

— Christopher Bloomstran (@ChrisBloomstran) August 1, 2024

01 Aug 2024 Matrix Asset Advisors Q2 2024 Commentary - Portfolio

31 Jul 2024 Dodge & Cox: Staying the Course in Value Investing - Portfolio

30 Jul 2024 Matrix’s David Katz: Plenty of better investing opportunities outside of mega-cap tech - Portfolio

30 Jul 2024 Mairs & Power Growth Fund Q2 2024 Commentary - Portfolio

29 Jul 2024 Berkshire Hathaway reduces Bank of America stake by 18.4 million shares or 1.9% - Portfolio

29 Jul 2024 Polen Focus Growth Q2 2024 commentary - Portfolio

26 Jul 2024 Ariel Investments' John Rogers on the markets and the Paramount-Skydance merger - Portfolio

26 Jul 2024 Miller Value Partners Q2 2024 Investor Call - Portfolio

25 Jul 2024 Polen Global Growth Q2 2024 Commentary - Portfolio

24 Jul 2024 Berkshire Hathaway reduces Bank of America stake by 18.9 million shares or 1.9% - Portfolio

24 Jul 2024 Oakmark's Bill Nygren on Alphabet's Q2 earnings, mega-cap concentration in the S&P500 - Portfolio

24 Jul 2024 Pzena Investment Management Q2 2024 Commentary: US Dominance and Global Market Trends - Portfolio

23 Jul 2024 Ariel Appreciation Fund Q2 2024 Commentary - Portfolio

23 Jul 2024 Ariel Focus Fund Q2 2024 Commentary - Portfolio

22 Jul 2024 Patient Capital's Samantha McLemore discusses NVIDIA and her value picks - Portfolio

22 Jul 2024 July Views from First Eagle Global Value Team - Portfolio

20 Jul 2024 Berkshire Hathaway reduces Bank of America stake by 34 million shares or 3.4% - Portfolio